Mosaique Insights: Issue 10
How did it get so late so soon? It’s night before it’s afternoon. December is here before it’s June. My goodness how the time has flewn. How did it get so late so soon?”
As we are entering the final innings of 2022, we take some time to reflect on this past year.
A year, in which a lot happened, a year, that challenged us in different ways, not only as investors, but also as human beings. Our thoughts remain with those hurt by the dreadful conflict still raging.
In hindsight, geopolitics took centre stage once again, not only significantly impacting the global economy and financial markets, but also resetting international relations and commerce.
In this edition of Mosaique Insights, we take a look at how we’ve navigated this past year with insights from our strategy and portfolio management teams. We include an interview with the Head of our newly opened Israel office, Gerry Livnat, we provide you with some topical insights into the world of cybersecurity and shed some light on the geopolitical events that have shaped this year so profoundly.
We hope you enjoy this edition of Mosaique Insights, we wish you a merry Christmas, frohe Weihnachten, joyeux Noël and we look forward to seeing you in 2023!
Laurent Gagnebin
CEO, Rothschild & Co Bank AG
Dr. Carlos Mejia
CIO, Rothschild & Co Bank AG
Read more articles
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The US consumer: mixed signals
Strategy Blog
Should we give US consumer spending the benefit of the doubt? Real wage growth has continued while rising interest rates have not affected all households in a consistent way. In this strategy blog we take a look at the health of the US consumer market.
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The perils of making predictions
Quarterly Letter
History is littered with examples of people making predictions that later turned out to be inaccurate. How can we become better at forecasting the future? Our Quarterly Letter delves into this topic to investigate some of the perils of making predictions.
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Rothschild & Co’s UK Wealth Management business names James Morrell as Deputy CEO
Press releases
The newly created Deputy CEO role will provide increased capacity at a senior level to help meet the growing demand for Rothschild & Co’s wealth management services from existing and future clients.
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Rothschild & Co wins Western Europe's Best Bank for Advisory from Euromoney
Awards
This is the second consecutive year we have been named Western Europe's Best Bank for Advisory, reflecting the breadth of our capabilities across M&A and financing advisory across the region.
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Is small beautiful again?
Strategy Blog
Large companies have typically offered far more attractive returns than their smaller counterparts, but that has changed recently. What’s behind the reversal? In this strategy blog we examine the reasons behind the switch and whether this trend is likely to continue.
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A mid-year review with our CIO and Global Investment Strategist
Perspectives podcast
A mid-year review on the main macroeconomic developments and how our strategies have perfomed with our CIO Dr. Carlos Mejia and Global Investment Strategist Kevin Gardiner.